Private Ocean’s Evergy EVRG Stock Holding History

Private Ocean’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-96	Closed	-$5.12K	–	639
2024 Q1	$5.12K	Hold	96	–	–	﹤0.01%	415
2023 Q4	$5.01K	Hold	96	–	–	﹤0.01%	415
2023 Q3	$4.87K	Hold	96	–	–	﹤0.01%	405
2023 Q2	$5.61K	Hold	96	–	–	﹤0.01%	425
2023 Q1	$5.87K	Buy	+96	New	+$5.84K	﹤0.01%	449
2021 Q4	–	Sell	-268	Closed	-$17K	–	609
2021 Q3	$17K	Hold	268	–	–	﹤0.01%	365
2021 Q2	$16K	Hold	268	–	–	﹤0.01%	365
2021 Q1	$16K	Hold	268	–	–	﹤0.01%	383
2020 Q4	$15K	Hold	268	–	–	﹤0.01%	343
2020 Q3	$14K	Hold	268	–	–	﹤0.01%	345
2020 Q2	$15K	Hold	268	–	–	﹤0.01%	318
2020 Q1	$14K	Hold	268	–	–	﹤0.01%	352
2019 Q4	$18K	Buy	268 +246	+1,118%	+$15.7K	﹤0.01%	342
2019 Q3	$2K	Buy	+22	New	+$1.39K	﹤0.01%	533

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Private Ocean's EVRG Position: Q2 2024 in Review

Private Ocean sold out of Evergy (EVRG) in Q2 2024, closing a stake of 96 shares — an estimated $5.12K sold.

Private Ocean first reported a position in EVRG in Q3 2019 and held it in 14 quarters. The position peaked at $18K in Q4 2019. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

Private Ocean reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 96 Evergy shares in Q2 2024, an estimated $5.12K.
Private Ocean first reported a position in Evergy in Q3 2019 and held it in 14 quarters.
Private Ocean's Evergy position peaked at $18K in Q4 2019.
699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.